• Xero Integration For Bitrix24 Is Available

    Dmitry Davydov 15 June 2015
    If you are using Xero accounting software, we have great news - you can now purchase a connector for Xero from our NZ partners

    Services: Cloud & Self-hosted Versions
    Location: Auckland, New Zealand
    Phone: +64 212 836 660
    Email: info@cloudxchange.co.nz
    Website: cloudxchange.co.nz


    Here are highlights of the app's current features:
    • Invoice statuses in Bitrix24 & invoice statuses in Xero
      • Users can create a custom ma ping  between invoice statuses in Bitrix24 and Xero, i.e. users can specify what invoice status in Bitrix24 maps to what invoice status in Xero.
      • This allows users to use any custom invoice statuses they may have added in Bitrix24.
      • This mapping is done during the initial setup only, and not every time the app is used.
    • Create / Edit invoices in Xero
      • Invoice(s) from Bitrix24 can be created or updated in Xero by pressing the “Create / Edit on Xero” button.
      • If the invoice is already present in Xero, it is updated with all information from the invoice in Bitrix24.
      • If this invoice is not present, the app generates it in Xero and assigns it to the relevant contact.
      • All Products on the invoice in Bitrix24 are added as line items on the invoice in Xero.
      • If the invoice is created for a contact that does not exist  in Xero, this contact is created automatically in Xero and marked as a customer.
    • Status updates from Xero  
      • When the “update from Xero” button is pressed, all invoice s with their statuses are looked up from Xero .
      • If any invoice status has changed, for e.g. if an invoice is marked as Paid, the new status is applied to the invoice is Bitrix24.
    • Add Product tab
      • The “Add Product” tab creates a new Product in  Bitrix24 and also adds it as an Item in Xero at the same time.
      • The added Product is available for use with invoices immediately.
      • This feature helps reduce human error & effort since information is only needed to be entered once for both Bitrix24 and Xero.
    • User access permissions
      • The app respects user access permissions for viewing / editing invoices .
      • Users will only be able to see invoices that they have privileges for.
      • Users can use any login with Xero to use the app.
      • The login to Xero is kept alive for 30 mins and the user is logged out automatically after.
    • Responsive design, pagination and dynamic display
      • The app is built with using responsive design features and thus will render on any device — desktop, mobile or tablet.
      • Results are also paginated for better user experience.
      • Users can select the number of results shown per page.
    • More features coming!
      • Additional features will soon be added to the app — these include:
      • [COMPLETED] Date range filter for invoices - This will allow users to filter their invoices by a date range and sync relevant invoices from Bitrix24.
      • Mass upload of Products from csv - This feature will be added to the "Add Product" tab.
      • New tab for "Contacts / Companies sync" - This tab will allow users to import Contacts from Xero as either Contacts or Companies in Bitrix24.
      • Payment amounts updates from Xero - This feature will update all payment amounts from Xero and apply it to the invoice in Bitrix24. This will update the "Amount  paid" field. on the invoice in Bitrix24.

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2,000,000+
organizations
are already using Bitrix24